"Shares of Nvidia Corp. ( NASDAQ: NVDA) have surged 38.4% over the past 90 days, including a 3.6% pop in the past week ahead of its earnings report. The stock is 35.4% higher than at the beginning of the year, easily outperforming the S&P 500 and Nasdaq in that time. However, the rebound from the spring low has sparked mixed reactions."
"Nvidia, the leading artificial intelligence (AI) chipmaker, is navigating a pivotal moment since posting mixed first-quarter earnings that one analyst called a victory. The stock soared after President Trump announced a new U.S.-China trade agreement that paused tariffs. Recent gains for the chipmaker helped wipe away the steep drop the stock suffered early in 2025, after reporting it would take a $5.5 billion charge tied to H20 chip export restrictions to China."
"Nvidia faces significant hurdles as it navigates U.S.-China trade restrictions and intense market expectations. In the first quarter, export controls on its H20 AI chip-which had been designed specifically to circumvent export restrictions on advanced technology to China-led to the substantial write-down noted above. Analysts believed the ban could result in a $9 billion revenue hit. Some $700 million would affect fiscal first-quarter results, with the remaining $8 billion spread across the second and third quarters."
Nvidia’s shares have climbed significantly year-to-date and over the past 90 days, outpacing major indexes. The company reported mixed first-quarter results and recorded a $5.5 billion charge tied to H20 chip export restrictions to China. Analysts estimated the export ban could trim about $9 billion of revenue, with roughly $700 million hitting the fiscal first quarter and $8 billion spread over later quarters. Recent policy shifts paused tariffs and helped the stock recover, while Nvidia pivots toward U.S. AI infrastructure investments and new chip designs for China. Ongoing risks include trade relations, potential stricter regulations, supply-chain cost pressure, and competition from Huawei.
Read at 24/7 Wall St.
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